job assignment excel template

Free Schedule Templates

Free schedule templates you can use to organize your tasks, assignments, and other activities.

Word • PDF • Excel

Schedule Templates

Schedule templates are designed to help you plan your time better — your daily, weekly, monthly, and yearly tasks and activities.

We divided these templates into Work and Non-work schedule templates. Therefore, you can track both your job tasks and the activities outside your work hours.

In case you want to share these templates with your colleagues, your partner, or friends, you can use the Google Sheets and Google Docs versions of the schedules.

On the other hand, if you'd like to download these templates to your computer, feel free to use the Word and Excel versions.

Finally, if you prefer paper to online formats, bear in mind that you can download each of these schedules as a PDF, and then print them out.

WORK SCHEDULE TEMPLATES

• 01. Work from home schedule template
• 02. Weekly work from home schedule template
• 03. Daily work from home schedule template
• 04. Weekly assignments schedule template
• 05. Daily assignments schedule template
• 06. Yearly time off schedule template
• 07. Weekly meetings schedule

NON-WORK SCHEDULE TEMPLATES

• 08. Monthly household chores template
• 09. Weekly household chores schedule template
• 10. Monthly workout schedule template
• 11. Weekly workout schedule template
• 12. Monthly budget schedule template
• 13. Weekly meal planning schedule template
• 14. Daily meal planning schedule template
• 15. Travel schedule template

Work schedule templates

We created these free work schedule templates to help you be more productive and efficient with your work tasks.

You'll notice that some templates cover your daily, weekly, and monthly assignments, while other templates only provide you with one type of assignment.

That's because some types of schedules demand more details, such as the Work from home template — which is why this one has both the daily and weekly versions.

Work from home schedule template

When working from home, you often have to deal with many distractions, either coming from your neighborhood, from the people you live with, or your pets.

One of the best ways to avoid all these interruptions and get back on track with your work is to follow your schedule .

Here are two Work from home schedule templates you can use to organize your workday — or workweek, if that suits you better.

Weekly work from home schedule template

The Weekly work from home schedule template breaks down each day into three sections: Morning, Afternoon, and Evening.

Furthermore, there's a Weekly work checklist, and Meetings/calls section.

If you enjoy having an overview of your weekly tasks, this template will suit you, especially if you have flexible working hours . In this case, you'll be able to choose the time of day for your job assignments, then figure out when you'll fit in your home chores or meal preps.

Of course, even if you have fixed working hours, this template will help you make an 8-hour workday schedule that suits your needs.

To use it properly, you should fill this template out either on Sunday afternoon/Monday morning or note down new tasks every day.

Start by choosing the time of the day for each assignment during the week.

To ensure you'll get the most out of every workday, keep in mind your circadian rhythm — leave the most complex tasks for the time of the day when you're most alert. Then, be sure to add all your significant weekly tasks to the Weekly work checklist, as well as jot down all your weekly meetings and calls.

We hope that the Work from home weekly schedule template will help you finish your job tasks on time.

Once again, remember to take frequent breaks in between assignments.

⬇️ GET Weekly work from home schedule template (Google Sheets)

⬇️ GET Weekly work from home schedule template (Google Docs)

Daily work from home schedule template

The Daily work from home schedule template ensures you stay on track with all your daily tasks. This template breaks down your day into hourly segments. In addition, there's a valuable section called the Daily work checklist, where you can input all the most crucial activities/tasks of the day. Moreover, there's a To-do list for tomorrow, which you can fill out at the end of each day.

Anyone working from home can surely benefit from using this template. We suggest opening this template first thing in the morning.

Make sure to note down your most vital tasks and activities in the Daily work checklist section. Next, write down your meetings of the day. Once you do that, you'll have a better idea of when you'll be free to deal with your significant assignments. Don't forget to include breaks throughout the day, too.

Finally, to avoid working overtime, you should note down all the tasks for tomorrow in the To-do list for tomorrow.

⬇️ GET Daily work from home schedule template (Google Sheets)

⬇️ GET Daily work from home schedule template (Google Docs)

Assignments schedule template

We created two types of templates that allow you to keep track of your assignments:

• Weekly assignments schedule, and
• Daily assignments schedule.

Weekly assignments schedule template

The Weekly assignments schedule is quite straightforward — there's a simple table where you can add tasks for each day of the week. In addition, we included the Task deadlines section and Reminders.

If you're looking for an easy way to keep a record of all your weekly assignments, this template will fit your needs.

We suggest filling it out at the beginning of a week.

Of course, if there are any unexpected tasks throughout the week, be sure to add them to the Weekly assignments schedule.

Now, this template also ensures that you complete all your tasks before the deadline, which is why we encourage you to enter your tasks' deadlines in the middle section.

Furthermore, there's the Reminders section, where you can add any important reminders or notes for your weekly assignments.

⬇️ GET Weekly assignments schedule template (Google Sheets)

⬇️ GET Weekly assignments schedule template (Google Docs)

Daily assignments schedule template

The Daily assignments schedule is a template that helps you figure out your top 3 priorities of the day. Moreover, since this template contains The Eisenhower Matrix technique section, it allows you to distinguish between important/not important, and urgent/not urgent assignments.

This template is practical because it ensures that you deal with your tasks according to their urgency and importance.

Once you fill out the Eisenhower Matrix technique section, simply scroll down to the hourly table and choose time blocks for these assignments.

Finally, don't forget to enter some vital tasks for tomorrow.

⬇️ GET Daily assignments schedule template (Google Sheets)

⬇️ GET Daily assignments schedule template (Google Docs)

Yearly time off schedule template

The Yearly time off schedule template allows you to keep track of your time off throughout the year. In this template, we covered several vital categories of time off, such as paid vacation, sick leave, earned days, and others.

Also, there are three important sections for each type of time off: Consumed days, Available days, and Balance.

So, how to use the Yearly time off template?

It couldn't be simpler.

First, enter the balance for each type of time off. For particular types, such as sick leave, you may not have a balance, but for paid vacation, you definitely will.

Then, whenever you receive approval to take time off for any reason, just enter the number of days in the proper row (the type of time off) and in the right column (the current month).

Next, the template will automatically calculate the number of Consumed days (for each type of time off) and the number of Available days left.

Thus, you'll have a better idea of how many days off you've used so far and how many there are left by the end of the year.

⬇️ GET Yearly time off schedule template (Google Sheets)

Weekly meetings schedule

The Weekly meetings schedule is suitable for those of you who have meetings every day. With this template, you'll be able to keep track of all your meetings. In addition, you can add any significant details, such as meeting agenda, topic, and start and end time.

The Weekly meetings schedule covers five days of the week. To make the most of this template, you should open it at the beginning of the week and enter all your weekly meetings. Be sure to include details such as where meetings take place or the links to online calls.

To ensure that you're fully prepared for any meeting, add its topic and agenda, if needed.

Then, once the meeting starts, you can follow its agenda, but also write notes in the Important notes section.

⬇️ GET Weekly meetings schedule template (Google Sheets)

⬇️ GET Weekly meetings schedule template (Google Docs)

Non-work schedule templates

Apart from templates for organizing your job tasks, meetings, and time off, we created some non-work schedules you can use for free, too.

Here's the list of the templates you can use for planning your time outside of work:

• Household chores schedule,
• Workout schedule,
• Budget schedule,
• Travel schedule, and
• Meal prep schedule.

Household chores schedule template

We made two types of household chores templates:

• Monthly household chores, and
• Weekly household chores schedule template.

Monthly household chores template

The Monthly household chores template helps you deal with all your errands around the house. This template covers a weekly breakdown of chores, but also some additional ones that you do once a month.

You can add your typical weekly chores.

Plus, you can add the names of the people in charge of these errands, which comes in handy if you share your household chores with your partner, roommate, or family members.

There's a column called Additional monthly chores, where you can enter some of the errands you deal with every month. For example, cleaning/vacuuming furniture or cleaning windows.

Moreover, we included another section for all the outdoor chores, which comes in handy if you live in a house. To make sure you won't forget any outside-the-house monthly errands, be sure to add them to this list.

⬇️ GET Monthly household chores schedule template (Google Sheets)

⬇️ GET Monthly household chores schedule template (Google Docs)

Weekly household chores schedule template

The Weekly household chores schedule template allows you to keep an eye on all your household chores during the week. We included a separate schedule for each day, along with Before work and After work columns, so that you can plan your errands accordingly.

In addition, we added the Who's in charge column to this template, too.

Since this template covers seven days, you can enter all your weekly errands at the beginning of the week.

Then, simply add the name of the person in charge of every chore.

Once you or your family members finish a specific errand, just put a checkmark next to it.

Also, during the workweek, you can decide whether you'll deal with these chores before or after work.

And, on weekends, you can choose whether you'll complete your errands in the morning or afternoon.

We didn't include evenings on weekends, because you should have some time to relax on Saturdays and Sundays.

Finally, this template contains the Shopping list — so, whenever you remember you need to buy milk or anything else, note it down here.

⬇️ GET Weekly household chores schedule template (Google Sheets)

⬇️ GET Weekly household chores schedule template (Google Docs)

Workout schedule template

The Workout schedule template allows you to organize your exercise routine.

No matter whether you prefer working out in a gym or from home, you'll surely find our monthly and weekly workout templates useful.

Monthly workout schedule template

The Monthly workout schedule template ensures you stay consistent with your monthly workout targets. Setting such long-term goals is vital because it gives you a clearer picture of what you want to achieve. Thus, when you have a monthly target, you'll be able to make weekly plans. This will also help you plan your days accordingly.

That's why the Monthly workout schedule template contains the Overall goal field. So, your goal can be losing weight, improving your physical condition, or anything else. Just remember that goals should be challenging enough, you don't want objectives that are too easy or too difficult to achieve.

Now, how can you use this template?

Once you adopt your monthly objectives, you should decide what types of exercises will get you closer to your goal.

Then, choose how frequently you'll do such types of workouts.

Also, whether you'll do your exercises with or without equipment is up to you, and you can add these details to your schedule, too.

If you haven't been working out before, or you've taken a longer break, please make sure you consult your fitness instructor first. This way, you'll be sure your workout plan is suitable for you, and you'll avoid any injuries.

⬇️ GET Monthly workout schedule template (Google Sheets)

⬇️ GET Monthly workout schedule template (Google Docs)

Weekly workout schedule template

Apart from the Monthly workout schedule template, we also created the one for your weekly plans. First, you can plan your monthly routine, then use the Weekly workout schedule template to add more details.

As you can see, the Weekly workout schedule template covers several workout categories:

• HIIT (high-intensity interval training), and
• Yoga/stretching.

Depending on your monthly goals, you should choose the frequency of each category. Of course, you don't have to include all these categories in your workout plans, just the ones that will help you move towards your monthly objective.

Next, think of the best days for each type of exercise, as well as the time of the day.

Then, decide on the duration of your workout sessions.

This template also allows you to add links for workout videos you'd like to try, but also links for playlists. There's no doubt that music can help us stay motivated — so be sure to add your favorite tunes to this column.

Finally, remember that rest days are just as important as the days you exercise. Therefore, note down the days you'll spend resting.

⬇️ GET Weekly workout schedule template (Google Sheets)

⬇️ GET Weekly workout schedule template (Google Docs)

Monthly budget schedule template

The Monthly budget schedule template is designed to help you keep an eye on your expenses . In addition, this template includes a Savings column — to remind you to save some money for rainy days.

To make the most of our Monthly budget template, make sure you add the Starting budget.

Then, write down all the expenses you have during a month, such as rent, utilities, and other similar costs.

To ensure you'll pay all these expenses on time, there's the Due date column, too.

The template automatically calculates the total sum of your monthly costs, which can be pretty convenient.

Furthermore, to ensure that you'll put aside some part of your monthly income into your savings account, we included the Savings column. Thus, you can note down the amount you'd like to save from each paycheck.

⬇️ GET Monthly budget schedule template (Google Sheets)

Meal planning schedule template

Meal planning can be such a bummer, especially on days when you have too much work to do. Instead of figuring out what you'll have for each meal of the day, try organizing your meals for an entire week. Then, simply follow this routine throughout the week.

To make your life easier, we created two meal planning schedule templates:

Weekly meal planning schedule template

Daily meal planning schedule template.

The Weekly meal planning schedule template allows you to create a healthy meal plan for an entire week. You can write down your ideas for breakfast, lunch, dinner, and snacks.

As you can see, the Weekly meal planning schedule template covers seven days and four meals for each day. We suggest filling this template out on weekends, so that you'll have enough time for shopping.

If you're usually swamped with work during a workweek, you can make a couple of meals on weekends and store them in a freezer.

Another practical option this template offers is the Ingredients to buy list, where you can note down everything you need for meal prep.

⬇️ GET Weekly meal planning schedule template (Google Sheets)

⬇️ GET Weekly meal planning schedule template (Google Docs)

Our Daily meal planning schedule template is more detailed than the weekly one. The Daily meal planning schedule template covers categories such as Preparation time, Ingredients, and Recipes.

This template helps you have a clearer understanding of how long each meal preparation will take. Therefore, you can easily adjust your meal preps with your work and other daily activities.

Moreover, with this template, you'll be able to write down all the ingredients of your meals, as well as add recipes.

⬇️ GET Daily meal planning schedule template (Google Sheets)

⬇️ GET Daily meal planning schedule template (Google Docs)

Travel schedule template

Do you enjoy traveling?

If so, our Travel schedule template will help you keep all the valuable information about your trip in one place.

This template covers categories such as Places to see, Tickets to buy, and Don't forget to pack.

Thus, you can write down all the attractions and spots you'd like to visit during your stay.

If you need to buy tickets for museums, galleries, monuments, or simply public transportation for that destination, be sure to add all the details to this template.

And, if you can make an online purchase, just add the link next to your list.

Finally, this template reminds you to pack the most crucial things, like money, passport, and medications. So, make sure you go through this list before your trip.

Of course, you don't have to plan everything ahead, leave some days open for any activity that comes your way. After all, this is how you make the best memories.

⬇️ GET Travel schedule template (Google Sheets)

⬇️ GET Travel schedule template (Google Docs)

Schedule projects and teams with Clockify

Aside from our Schedule templates, you can also use Clockify to schedule your projects and employees . This feature especially comes in handy for managers because they need to effectively schedule employee work time to ensure that all team members meet their deadlines.

The scheduling option in Clockify allows you to plan both projects and teams.

Here's how you can use Project scheduling with this Clockify option:

• Add a new project by clicking on the button on the left corner. Clockify will automatically load that project and show you all the tasks under that project name. You can add a milestone by clicking anywhere on the timeline. You can easily edit your milestones, drag-and-drop them, or change their names.
• You can add more team members to the project and create new assignments. To make sure nobody's swamped with work, Clockify will show users who are over their capacity.

In addition, you can zoom in and out to take a better look at assignments. Moreover, you can have an overview of the total hours assigned for each project.

When it comes to team schedules, Clockify also helps you see who's overbooked and who's available.

With Team scheduling, you can:

• Add new members. Clockify will then automatically load all the assignments of these users.
• Edit user's capacity by clicking on the three dots next to the user's name. This will give you a clue whether users are at their maximum capacity (Full), or they have several hours available for new tasks (Xh open), or if users are over their capacity for the day (Xh over).

This way, managers are able to assign new tasks to the right people and ensure that everyone has an equal amount of work during the week.

Start tracking time with Clockify

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How to Make a Responsibility Assignment Matrix: Excel RACI Template

What is a responsibility assignment matrix?

How to create a responsibility assignment matrix in excel, free raci template for excel, how to manage raci roles in your teamgantt plan.

A responsibility assignment matrix (RAM) is a tool used in project management to clarify team and stakeholder roles for each project step. It paves the way for smooth collaboration by ensuring everyone knows what they need to do, who they need to talk to, and who has the final say on key decisions and deliverables.

RACI—which stands for Responsible , Accountable , Consulted , Informed —is the most popular framework used for assigning roles and responsibilities on projects. Here’s a quick breakdown of RACI categories in basic terms:

• Responsible : Who completes the work?
• Accountable : Who makes decisions? 
• Consulted : Who provides expertise?
• Informed : Who needs status updates?

Of course, RACI isn’t the only responsibility assignment matrix out there. These RACI alternatives provide a small sample of other approaches you might come across in project management.

• RASCI (or RASIC) matrix : This RACI alternative adds one extra role into the responsibility assignment mix. In the RASCI model, the S stands for Supportive . While this role covers anyone who will lend the Responsible person a hand with the work, a Supportive team member isn’t responsible for the outcome.
• DACI matrix : DACI stands for Driver , Approver , Contributor , Informed and is used to outline decision-making roles and responsibilities for projects. In this framework, the project manager or leader typically serves as the Driver guiding the team to a decision.‍
• RAPID responsibility matrix : RAPID stands for Recommend , Agree , Perform , Input , Decide and is another decision-making framework used to define authority vs accountability. The Recommend role kicks things off by suggesting an action, while the Decide role has the ultimate say in how things move forward. ‍
• CARS : CARS stands for Communicate , Approver , Responsible , Support . In this model, Communicate combines RACI’s Consulted and Informed roles into a single assignment. Someone with the Communicate role lends their expertise and needs to be kept up-to-date on progress. The Approver is the main decision-maker who calls the shots.

Lay a clear path to success with a visual plan that’s easy to understand, and keep everyone in sync with flexible workflows and team collaboration.

Lots of people use spreadsheets to make a responsibility assignment matrix for their projects, so let’s walk through the basic steps of building one in Excel, using the RACI framework as our model.

Looking for an online solution? See how TeamGantt's RACI feature integrates into your project plan.

1. List project tasks and deliverables in column A

First, make a list of all the work that needs to be done for your project down the left side of your matrix. Enter each project task, milestone, or decision in column A of your Excel worksheet. 

Feel free to group tasks by project phase like we’ve done in the screenshot below. That way, your RACI matrix is easy to scan and read.

2. Add team members or project roles across row 1

Starting with column B, label each column header with the name of a team member and/or project role. 

Include the people who will execute and review work for the project, as well as any subject matter experts or stakeholders you may need to consult or keep in the loop along the way.

3. Insert a new worksheet for roles and definitions

Click Insert > Insert Sheet from the Home ribbon at the top of your Excel workbook.

Go to your new worksheet, and list each letter of the RACI acronym in column A. Then enter the corresponding role for each letter in column B. We also included RACI definitions in column C as a handy reference for anyone who might need a refresher.

You’ll use this worksheet to populate a drop-down list on the main RACI matrix tab to make it easier to assign roles quickly.

4. Add a drop-down list of roles to your matrix

Now, go back to your main worksheet, and click into the first open cell in your matrix.

On the ribbon, click Data > Data validation to insert a drop-down list with RACI roles.

On the Settings tab, choose List under the Allow menu.

Click into the Source field, then highlight the data range with your options from the RACI Roles & Definitions worksheet you set up in Step 3. We highlighted cells A2-A5 in our example.

Verify your Data validation settings are correct, then hit Enter to add the drop-down list to your selected cell.

Copy and paste that cell to apply the drop-down list to other cells in your RACI matrix worksheet.

5. Color-code assignments with conditional formatting

Click Conditional Formatting > New Rule on the Home tab. Select Classic > Format only cells that contain > Specific text > containing . Enter the letter R in the text box, then choose Custom Format , and apply a background color (and any other styles you want). 

Repeat this step for each additional letter in the acronym.

6. Assign a RACI value to everyone on every task

You’re almost there! Now go down the list of tasks on your responsibility assignment matrix, and assign a role to every person who will be involved in that project step or deliverable.

Want to build a responsibility assignment matrix of your own, but don't want to start from scratch? Download our ready-made Excel template for free. This blank RACI template is fully editable, so you can customize it for any project you manage. 

We added drop-downs for assigning RACI roles more easily and included a RACI chart example tab as reference in case you need a little extra guidance.

Download: RACI matrix template for Excel

You can easily upload your final matrix to your TeamGantt project . But if you don’t want to worry about outdated spreadsheets that get forgotten once work begins, why not assign RACI roles directly to your plan?

Here’s how to use TeamGantt’s online RACI feature for your next project.

Assigning RACI roles and responsibilities to TeamGantt tasks

• Open your project, and toggle to the RACI tab. This will display all your project tasks in a list format (rows). On the right side of the matrix, you’ll see a column for each person currently invited to the project with cells for each task in the project. 
• Click the cell below each person who needs to be assigned a role on a task, and choose one of the RACI options from the drop-down.

Viewing RACI matrix assignments for your project

There are 2 simple ways to view RACI assignments in TeamGantt:

• From the Gantt tab : If someone is assigned to a task and has a RACI role on that task, the RACI value will appear in parentheses next to that person’s name on the gantt chart. Just be aware that you won’t see RACI assignments for people who haven’t been assigned to a specific task in Gantt view.

• From the RACI tab : To access your project’s full RACI matrix, simply toggle to the RACI tab for that project. You’ll find RACI assignments for every person playing a role—whether or not they’re the one responsible for doing the work.

Keep teams in sync—and accountable—with TeamGantt

A responsibility assignment matrix is a simple tool that makes projects easier to manage by creating less confusion and more accountability. But you’ve got more than roles and responsibilities to keep straight.

TeamGantt makes it easy to build a project plan your whole team can contribute to and collaborate on. Everything happens online, so you can stay on top of deadlines and monitor progress in real time.

Use our built-in RACI chart to assign roles and keep them visible from project start to finish, so everyone knows how they contribute to success.

Try TeamGantt’s Pro Manager plan free for 30 days!

The Best Free Job Tracker Spreadsheet Template for 2024

• Last updated January 2, 2024

Whether you’re searching for work as a fresh graduate or hoping to advance your career, the process can feel overwhelming. You might forget which job offers you applied to or struggle to keep track of potential employer interviews. This is where tracking job applications comes in handy.

If you’re looking for a ready-made template to organize your applications, our free job tracker spreadsheet is fairly intuitive. When paired with our article, you’ll discover tips you may never have considered before.

Job Tracker Spreadsheet

Table of Contents

What Is a Job Tracker Spreadsheet?

This tool organizes all of your applications (and their statuses) in a single place. You’ll typically use a program like Google Sheets  to make/access your  job application spreadsheet .

Job application tracking allows you to monitor your application progress, note which companies responded to you, and note whether you’re invited for an interview or have been rejected. This lets you stay organized and even gain insights into your job search strategy. This can be especially useful when paired when you work with freelancers and contractors, like you’d find on a service such as Fiverr .

What Should a Job Application Tracking Spreadsheet Have?

There’s really no benchmark for how job tracking spreadsheets should be built and what they should contain. Generally speaking, it’s recommended to consider the following details and categories:

• Company or organization you want to join
• Contact name and preferred communication channels
• Position offered
• Link where you’ve encountered the job
• Application deadline
• Location of the position
• Employment type (e.g., freelance, full-time, part-time)
• Your application date
• Status of your application (e.g., if you received a reply, qualified for an interview)
• Files and documents sent to recruiting personnel
• Checkboxes if you’ve sent follow-up emails
• Status of your hiring process (e.g. offered a position, rejected, scheduled for another interview)
• Date of interviews
• Location and mode (e.g., online, in-person)
• Any other notes to consider

Of course, you can always also add more fields to your spreadsheet – especially if you’re creating one from scratch. If you don’t know where to start, there are a ton of helpful Spreadsheet Point guides and tutorials .

For the most comprehensive Google Sheets guides on job tracking and much more, why not apply for online courses at Udemy ?

Why Use Our Free Job Tracking Template?

A ready-to-fill jon search spreadsheet only requires you to input specific details of your applications. This saves time you would have otherwise spent arranging the formatting and formulas on a blank sheet.

Job Search Spreadsheet

There are a few other reasons to consider our job tracking spreadsheet:

Organized Tabs

This job tracker contains three separate tabs: job details, pre-interview, and interviews. These divide your application process into multiple stages, allowing you to keep specific information in organized categories.

Pre-formatted

The set of common application statuses and checkboxes can easily be selected from a drop-down list . This prevents the tedious task of repeatedly typing words.

Ease of Access

Since our template runs on Google Sheets, you can access your  job search template  anywhere you have an internet connection. If you want to collaborate, you can conveniently share it with your friends or colleagues.

Personal Customization

Our sheet also has a dedicated section for your notes, letting you detail the most important elements of a company, its culture, and employee benefits. You can also prepare questions about the position here.

You’ll discover more personalized benefits as you explore our job tracker spreadsheet. For greater access to more helpful templates, don’t forget to visit our profile on Gumroad  — and save 50% off all premium templates by using the promo code SSP .

3 Tips to Use This Free Job Application Spreadsheet

1. job details tab.

Visiting and noting multiple postings on various websites (like LinkedIn and Indeed) is a necessary step for job seekers. This lets you cast a wide net and see which companies would be interested in hiring you.

This tab is where you put every piece of information you know about the position offered by a certain company. Enter the name of the organization under the first column, followed by the job posting link, recruiter’s name, and contact details in the cells beside it.

You’ll also notice that two columns have drop-down lists: Type and Mode. Under Type, you can quickly select the employment terms of the job, whether it’s full-time work, part-time, or freelance.

On the other hand, Mode allows you to note whether the job is done remotely or in person. Updating the cells under this field is important, especially if you are applying for the position online.

Don’t forget to populate the other categories, such as the base pay for the job and the materials you’ve already sent them.

2. Pre-interview Tab

After sending your application emails and documents, start tracking the companies that invite you for an interview.

Under the pre-interview tab, the first four columns on the left are auto-filled with the company name and contact details of the hiring manager. These details should only appear once you’ve sent an application for the job position (and noted it under the Sent field on the previous tab).

Beside them is the field where you can enter your application date. Immediately following it are the categories “Reply Received” and “Send Follow-up.” Checking these boxes lets you track whether you still need to follow up on your application or proceed to the next steps.

To push your application through the hiring process, you might also be asked for further documents or media. List these under “Other Files Requested”, which you can also refer to when applying for other future jobs.

The last two columns are named “Research Done” and “Qualified for Interview”, also featuring checkboxes under them. Update the former if you’ve already studied the details of the company (such as its work culture) while waiting for a response. The latter allows you to mark whether you can proceed to the next step of your job search.

3. Interviews Tab

If you’ve qualified for an interview — and have updated the relevant category in the previous tab — the Interviews sheet will be useful to you.

Column A (“Status”) allows you to mark whether you’re currently undergoing a second interview or have already been hired. In case you didn’t pass one of your interviews, you can also select Rejected from the drop-down list included. Columns B to E should display the interviewing company name and its contact details.

This tab is further separated into Interviews 1, 2, and 3 (which you can also increase, depending on your preferences or needs). Here, you can enter the details of your interview, including whether it’s online or in-person, as well as the location or platform.

There’s another status column that lets you mark whether you’ve received a callback for another interview, were hired on the spot, or simply rejected. Related:  Free Memo Templates for Google Docs

A “Notes” section is provided to write down any feedback from the interviewer, as well as questions that you want to be answered during your next meeting.

Tracking Job Applications Has Never Been Easier

A job tracker spreadsheet goes a long way in making the application process more efficient. You can easily monitor your progress, analyze what employers require from potential applicants, and customize your approach for each application. Download our job tracking template today:

Job Tracking Template

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10 Powerful Excel Project Management Templates for Tracking Anything

Want Microsoft Excel to manage your projects? Use these free Microsoft Excel spreadsheet templates for tracking any project!

Project management templates are an essential tool for replicating successful projects. With Microsoft Excel's free templates, you can turn your simple spreadsheets into powerful project management tools.

In this article, you'll find some of the most useful and free Microsoft Excel project management and project tracking templates you'll want to use for your next project.

Microsoft Excel Project Timeline Templates

Let's take a look at the best Microsoft Excel project management templates.

We cover both native and third-party templates here. To find the pre-installed Excel spreadsheet templates, open Excel and search for the respective keyword from the New document screen.

If you're already in Excel, go to File > New to bring up the template search. Check the Managing Microsoft Excel Templates section below for more details.

Excel comes with several timelines and Gantt chart templates provided by Microsoft, but it also integrates templates from Vertex42, one of the most popular third-party resources for spreadsheets.

1. Work Plan Timeline

The Work Plan Timeline template is suitable for a basic project with multiple phases. When you enter your data into the worksheet, the roadmap will update automatically. This template comes pre-installed in Microsoft Excel 2016 and up.

2. Date Tracking Gantt Chart

Gantt charts are a staple in every project manager's toolset. They help you visualize the flow of your tasks and track progress.

With this template, you can create a comprehensive Gantt chart with minimal effort. Just enter each task, complete with a description, who it's assigned to, a percentage to indicate progress, a start date, and allocated days until completion. This template is a Microsoft Excel default.

3. Milestone and Task Project Timeline

If you want to integrate milestones into a basic timeline, this template provided by Vertex42 is ideal. It combines the best elements of a Gantt chart, i.e. the visualization of the task flow, with milestones hovering above the timeline.

Just fill in the respective tables to populate the visual. You can find this template by searching in Excel.

Excel Project Plan Templates

A project plan is a document that may require Excel charts, but is otherwise composed in Microsoft Word. For basic projects, however, you may get away with only a Microsoft Excel document.

4. Simple Gantt Chart

When you search Excel's template repository for project plan templates, you'll mainly find different Gantt chart variations, including this Simple Gantt Chart from Vertex42. What sets it apart from the Gantt chart above is the inclusion of project phases. This template is included in Microsoft Excel.

5. Event Planner Template

A project plan really isn't something you typically put together in Excel. However, if you are planning a small project, like a party, you just need a one-page template that lists the essential tasks and lets you define a schedule and a budget. This template from Office Templates Online is a great start.

Excel Project Tracker Template

A search for a tracker will bring up a wild mix of personal and business-related Excel spreadsheet templates for tracking. However, you can narrow down your search by selecting categories that relate to the project management task you're dealing with.

6. Activity-Based Cost Tracker

This tracking template can help you get an overview of direct, indirect, and general and administrative product costs.

7. Project Tracking Template

This Vertex42 template is essential if you are handling multiple different clients, projects, and/or deliverables. It combines project details, expenses, task statuses, and due dates.

Business Plan Templates

Microsoft Excel 2016 had its own category for business plans. You could search for the keyword business and select the Business Plans category on the right.

In Excel 2019 and onwards, you can perform either query, but the latter misses some templates, while the former might be overwhelming. We recommend looking into the following.

Business Plan Checklist

Creating a business plan can be a complex project in and of itself. This checklist will help you cover all your bases by guiding you through the process using a SWOT (strengths, weaknesses, opportunities, threats) analysis.

Note that you'll find two similar templates in Excel, but they're both identical SWOT analysis checklists, differing only in their formatting.

Startup Expenses

This template is a great starting point for a budding business owner who needs some help with projecting the costs of their endeavor. The template will guide you through the most common assets and services your new business might require.

Once you've filled in all the potential expenses, you'll have a much better idea of how much funding you'll need to raise to get your business up and running. For more business plan templates , take a look at our dedicated article.

Search for Online Templates

Couldn't find the exact project management template you need in Excel? Turn to a third-party online resource for a wide selection of Excel spreadsheet templates. We recommend the following sites.

This website has a few great project management templates for Microsoft Office 2003 and up. The site notes that its templates are mostly related to project scheduling. Anything more complicated might require Microsoft Project or other project management software.

On the page dedicated to project management , you'll find a list of useful material, including, but not limited to, the following:

• Project Budgeting
• Critical Path Method

Each page contains a quick rundown of what the template does, one or more templates, and further tips and tricks for the respective project management tool. It's a great resource for budding project managers.

TidyForm has a respectable selection of Microsoft Excel project management templates. The most popular categories are listed on the homepage. If you can't immediately spot what you need, switch to the Business section or try the search feature.

When you scroll to the bottom of a section, you'll see a list of popular categories and related categories. This can be helpful when trying to find just the right template. We recommend the following pages:

• Project Budget
• Project Proposal
• Work Breakdown Structure

Still looking for the perfect template? You might have to create custom Excel templates to get exactly what you want.

Managing Microsoft Excel Templates

First, let's see what templates you already have installed in Microsoft Excel. For the purpose of this demonstration, we've used Excel 2019, but the procedure is similar in Microsoft Office 2013 and Office 2016.

Default Templates

When you start up Microsoft Excel, the first window you see will contain a search field for online templates. When you're starting from an existing workbook, go to File > New to arrive at the same view.

Microsoft Excel comes with a selection of pre-installed templates. They are listed underneath the search field. You can pin your favorite ones by clicking the respective symbol in the bottom right of the listing.

Search Online for More Project Templates (Excel 2016)

Searching for the type of template you need is the fastest way to locate it. For example, if you search for the term "project," you may also see template categories listed next to the templates that match your search. The category feature no longer appears in Excel 2019.

Narrow Down Your Search (Excel 2016)

A neat feature is that you can narrow down your search by selecting multiple categories. This helps you exclude templates that may match your keyword, but not your desired category. On the downside, you may find that the perfect template is not available in Microsoft Excel.

Preview & Create Your Template

When you click a template, you'll see a preview with a brief description of what the template provides. You can also pin the template from its preview; the symbol sits in the top right.

To download and use a template, click the Create button, which will open a new Microsoft Excel workbook with the template pre-filled.

Template Ready, Set, Go

Now that you have all the project management templates you could ever need, maybe you're interested in additional tools, tips, and tricks. For example, you could build a custom interactive Excel dashboard to manage data within your projects. The possibilities are endless.

Free Assignment Schedule Tracker for Excel

Whether you are a student in high school, college or post-graduate studies, assignments are inevitable. If you need a way to keep track of your assignments in all your subjects and classes, then you will find this Free Assignment Schedule Tracker for Excel very useful.

Submit Your Assignments on Time

The Free Assignment Schedule Tracker for Excel is a template that you can download for free from the Office portal. It is professionally designed and looks sleek yet still highly functional. This is just one of the many spreadsheet templates that you can use for school purposes, especially for ensuring that you are on top of your class and activities.

This free assignment schedule tracker is a simple, no-frills assignment tracker you can use for Mac and Windows. You can record, track and segregate your assignments according to categories such as instructor, course, assignment, and many more.

Track Your Assignment Submission Status

This free Office template contains a table that already contains headings for your assignments. It allows you to write down your assignments for your instructor, course, assignment name, and when you started the assignment, as well as when it is due. The dates allow you to track your progress and ensure that you pass your assignments on time. This also lets you know if you are progressing slowly or none at all in any course.

A unique feature for this assignment template is that it allows you to highlight the assignments due within a certain period of time. This way, you can set your priorities and focus on more pressing tasks, especially those which are due soon.

This template can also be used outside the classroom setting. It can also be used in project management, where majority of the tasks are time-bound and need to be finished within a set deadline. Instead of assignments, project tasks and schedules will be written and project managers can use this to see the persons involved in each task, and when they are due.

Go to  Download Free Assignment Schedule Tracker for Excel

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Rotation Schedule Template

I was recently asked if it would be possible to convert my annual calendar template into an automated work rotation schedule , for an employee who is working a rota consisting of a number of days on followed by a number of days off. The result was the new template listed below.

For other related scheduling templates, see the work schedule and shift schedule .

Rotation Schedule

License : Private Use (not for distribution or resale)

"No installation, no macros - just a simple spreadsheet"

About this Rotation Schedule Spreadsheet

This template provides a convenient way to display your work rotation schedule, using the annual calendar template as a basis. Just enter the year and start month, then use the other inputs to define your shift schedule pattern. The workbook contains 3 separate worksheets, each providing a slightly different set of features.

In the first two worksheets ( Rotation and Rotation_Advanced ), the rota schedule is defined by entering the numbers of days on Shift 1, followed by the number of days on Shift 2, followed by the number of days off. For a simpler "days on/off" pattern, just leave the "Shift 2" field blank.

In the Rotation_String worksheet, you can define a rotation as a repeating string such as "11xxx22xx333xx" which would mean that you work Shift 1 for 2 days, followed by 3 days off, followed by working Shift 2 for 2 days, followed by 2 days off, followed by working Shift 3 for 3 days, followed by 2 days off.

Both the Rotation_Advanced and Rotation_String worksheets use the new built-in function NETWORKDAYS.INTL() , available as of Excel 2010, to let you choose which days make up the "weekend" (Sat/Sun, Mon/Tue, Sunday only, etc.) and to also account for holidays. In these worksheets, the rotation excludes both weekend days and holidays, all of which we call "non-working days." This means that if the rotation calls for you to work 2 days starting on Friday, then you would work Friday and then Monday (skipping the non-working weekend days).

The workbook contains a "Holidays" worksheet where you can list days that should be considered non-working days.

Rotation Schedule for Multiple Employees

Description

This version of the rotation schedule allows you to show the rotation for multiple employees. You define the rotation pattern for each employee, all starting from a specific date. The template shows the total number assigned to each shift for each day.

Rotation Schedule Patterns

This rotation schedule template does not handle all types of shift schedule patterns. But, it does a pretty good job of handling most of the common cases:

[ On / Off ] Patterns

Shifts that involve working X days followed by Y days off are easy to handle with this rota template. Just leave the "Shift 2" field blank. Or, if using the String method, you can define a 4/2 pattern as "1111xx".

[ Shift1 / Shift2 / Off ] Patterns

In some cases, an employee might work 2 days on Shift 1, followed by 2 days on Shift 2, followed by a number of days off.

An example would be a 4-day shift pattern in which an employee works a 12 hour day shift the first day, followed by a 12 hour night shift the second day, followed by two days off. If using the String method, this would be defined as "12xx".

[ 2/3/2 ] Fortnight Patterns

Some rotation schedules use a pattern that repeats every fortnight (2 weeks), and may be referred to as 2/3/2. I created the Rotation_Advanced worksheet specifically for cases like this, where the repeating pattern is "11xxx11xx111xx" with "x" meaning OFF and the "1" meaning ON.

Day shift for X months, then Night shift for Y months

It is pretty common for an employee to be assigned a shift for an extended amount of time (months?) because of how hard it can be on the body and general life planning to change from a day to a night shift on a regular basis. Though the rotation schedule template is set up to show an entire year, you could use it to just show a few months at a time (by hiding or deleting the unneeded rows).

• Shift Work at wikipedia.org - Describes various types of shift schedules.

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Free Job Description Templates

By Becky Simon | October 26, 2017

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Job descriptions help to clarify employee roles and responsibilities within an organization. Having clearly defined expectations is essential to attract qualified applicants and to increase employee accountability once individuals have been hired. 

A poorly written job description may lead to confusion or inaccurate interpretation of what a particular job entails, which can result in employee dissatisfaction, poor performance, and increased turnover. By contrast, an effective job description can help reduce employee turnover, and ultimately save a business both time and money. It may also provide employers some protection by serving as a reference in resolving disputes related to work expectations. 

Below you’ll find job description templates to support hiring and human resource management. All of the templates are free to download, and you can choose PDF or Microsoft Word formats, or a job description form template for Excel. 

Job Description Form

Download Job Description Form

Excel    |    PDF

This form template provides a basic layout with sections for position description, requirements and qualifications, and other details about a job. Easily customize this template for an expanded job description if additional sections are required. However, keeping it to a one-page form provides simplicity and brevity for both employers and prospective candidates.

Comprehensive Job Description Template

Download Comprehensive Job Description Template

Use this employee job description template to create a thorough outline that covers essential job details, measurements for success, and desired qualifications. Creating a comprehensive job description allows you to include information about the company’s organizational structure and how the job fits in, functional relationships that are connected to the position, and performance expectations. Utilize bullet points and concise language to make the document thorough yet easy to read.

Blank Job Description Template

Download Blank Job Description Template

Excel    |    Word    |    PDF

This blank template is ready for you to fill in with job description details. Whether you’re hiring for an entry level position or more advanced role, use this template as a guide for outlining a job description. Include a summary of the job, essential functions, required qualifications, and more. If needed, include a section to record when the job description has been reviewed and approved to track updates.

Intern Job Description Template

Download Intern Job Description Template

Create an internship job description template for your organization to attract qualified candidates. The format and content of an internship description is similar to other job descriptions but may include information about learning opportunities and other benefits. Include the duration and location of the internship, requirements for applying, any compensation provided, intern responsibilities, and an overview of your organization.

Simple Job Description Template

Download Simple Job Description Template

This simple template for job descriptions provides a generic layout that is easy to use and looks professional. It includes typical details such as job purpose, expectations for training or education, primary responsibilities, and who the job reports to. You can customize the template by adding a company logo and editing the content to match a specific job.

Tips for Creating Effective Job Descriptions

The length and amount of detail included on a job description will vary depending on the specific job, level of responsibility, and size and type of organization. In general, job descriptions should be concise and only list the primary tasks and qualifications. 

More detailed information about duties and procedures can be described in a company manual. The manual provides in-depth detail on company policies, expectations, and job requirements, whereas a job description used for attracting candidates should be relatively brief. Smaller companies may need to list more responsibilities in a job description, as having fewer employees often means that individual roles take on a wider range of tasks.

The process of creating or updating job descriptions often starts with a brainstorming session, and may include input from employees on how to define their own positions. Once a role has been clearly defined, a job description can be created that breaks down the position into duties and objectives, needed skills and qualifications, physical demands of the role, benefits and salary, and other information. 

When completed, you will have a document that serves as a tool for measuring performance, planning career progression and succession, and managing the many roles that exist within a company. For job descriptions that will be posted online, use keywords to help qualified applicants find the position.

In addition to keeping job descriptions brief, increase efficiency by limiting the number of unique descriptions for roles that are similar. For example, a large company with many employees in similar positions may create one job description for a general type of position and then include a section listing differences based on level of seniority or authority. If you need inspiration or guidance in writing different descriptions, you can search online for examples or check with trade associations to see if they have sample job descriptions available. 

For all job descriptions, be sure to follow anti-discrimination laws to support a positive company culture from the onset of hiring, and to avoid potential lawsuits. If you’re unsure about the legal wording for stating anti-discrimination policies as an equal opportunity employer, consult with an attorney or the EEOC (U.S. Equal Employment Opportunity Commission).

What to Include in a Job Description

Job descriptions are shaped by company policies, industry standards, and other factors. For example, corporate recruiting efforts may call for a different style of job description than positions in nonprofit or governmental agencies. Differences aside, here are some common elements to be included in a job description:

• Company Information: Offering candidates a glimpse inside a company and its culture provides a view of what applicants could be a part of and how the position supports company goals.
• Position Overview: A job summary highlights important details and provides a broad overview of the role and its associated responsibilities.
• Responsibilities: Duties can be listed with bullet points for easier reading, but as mentioned earlier, try to keep this section concise by grouping responsibilities into main categories rather than listing every task with exact detail. For management roles, you may add a separate section that lists which positions will report to them. 
• Primary Objectives: The clearer these are, the more likely it is that goals will be reached. Plus, having clearly defined objectives provides a concrete way to measure employee performance.
• Required Qualifications: Listing the knowledge, skills, and experience or education required for a position makes it clear to candidates whether they have the necessary qualifications for a position.
• Work Environment: Depending on the role, you may include information about the environment where people work and the physical demands of a job so that expectations are clear upfront.
• Call to Action: When a job description is used to advertise an open position, a call to action makes it clear how to apply, including who to contact and where to send application materials.

Job descriptions may also include a salary structure and information about other benefits. No matter what details you choose to include, aim for clear, concise language to avoid misunderstandings. To learn more about recruiting and writing effective job descriptions, check out this article . 

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When teams have clarity into the work getting done, there’s no telling how much more they can accomplish in the same amount of time.  Try Smartsheet for free, today.

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25 Must-Have Project Management Excel Templates and Spreadsheets

Still using spreadsheets to manage your projects? Revolutionize your projects with ProjectManager. Plan, track and report with automated tools.

Before you can plan your project, you need the right tools to collect the necessary data to formulate a strategy—and project management Excel templates are a great place to start.

Best Project Management Templates for Excel

Visit our project management templates page and you’ll find Excel and Word templates for creating all the project documents you need to manage your project. But, if you just need free Excel project management templates and spreadsheets, then look no further.

Here are 25 essential project management Excel templates you can download and use right now. Transform your bland Excel spreadsheets into expertly-designed project management templates , and take your project management Excel processes to the next level.

1. Gantt Chart Template

A Gantt chart is a visual tool that helps you see at a glance the scheduling of tasks and their dependencies over the project timeline. That makes it an ideal project planner template.

While it’s true that a Gantt chart template can be overly complex in Excel spreadsheets, especially when you need of more advanced scheduling features like task dependencies and resource allocation, they remain a vital part of any project manager’s toolkit. That’s why we recommend using online Gantt chart software to help plan tasks and projects collaboratively with your team.

Online Gantt chart tools integrate into project management & planning software, so they update in real time. This allows for easy drag-and-drop changes and can be color-coded to customize as you need. ProjectManager is a project management software that does this and more. Try it for yourself today!

But to quickly make a Gantt chart from your task lists, download this free Gantt chart Excel template, also known as a project timeline template, for an easy way to create a project schedule. Simply add tasks and deadlines to this Excel spreadsheet and visualize how long your project will take.

2. Project Management Dashboard Template

The project dashboard is what keeps you in the driver’s seat as you travel through the lifecycle of the project. It allows you to monitor the project, tracking the task status, budget and more in one place.

From this free project management dashboard for Excel, you create graphs and charts that give you a visual and easily digestible look at your task and workload management, as well as cost. It’s a sure way to stay on top of a project generally and know where you have to drill down into specifics.

You can add more power to your PM dashboards when you use online project management software . That way, when team members are updating task statuses, the dashboards populate with real-time data.

3. Project Status Report Template

The need for a project status report is obvious. If you don’t have good intel on what’s happening in the project, then you’re managing blindly. You have no idea if you’re on track or if resources are being blocked.

With this free Excel project status report template, you have a tool to greatly improve your project communications, both with stakeholders when you’re delivering a presentation, but also with team members.

It’s up to you to decide on the frequency of the reports. But with a project status report template, a lot of the busy work that can pull you away from a project is already done, giving you greater access to the information you need.

4. Action Plan Template

A project is initiated to complete the realization of a goal. But achieving that objective requires a strategy and the steps to implement that strategy successfully. In short, projects require an action plan .

Projects are pragmatic and the action plan is a framework to collect your thoughts about executing the project plan in an effective and efficient way. With our free action plan template, you can fill in the blanks to ensure that you’ve covered all bases and make your project start on the right foot. It’s a great companion template to an overall project plan and project charter.

From prioritizing tasks to assigning and noting the status, timeline and resources, we have you covered. And, again, the action plan can be uploaded seamlessly into ProjectManager , so you can then use all our great features to visualize workflow with kanban boards and monitor progress with our real-time dashboard.

5. Project Tracker & Task List Template

Tracking the project is crucial to ensure that it remains on schedule. That means also keeping tabs on the work at a task level.

This project tracker & task list template can help as a task to-do list, and it includes columns for the planned and actual duration of the project to determine what’s working and what needs more attention.

Once you integrate your project and task tracking template into a project management software system, you can then produce Gantt charts to get a clear visual on the project timeline, as well as get that data delivered to your dashboard to note project progress in real time. And, of course, you can import your Excel and Microsoft Project files seamlessly into ProjectManager. Our software can transform your static Excel files into stunning, dynamic project management tools.

6. Project Budget Template

A project can have a great plan, but without the financial backing to pay for it, nothing can happen. That’s why a project budget, as tedious as it might be, is one of the most important phases of getting a project on track to successful completion.

With this free Excel project budget template, you can literally see when you’re in the red because it’s color-coded. And this document, more than just one that’s crucial to the start of a project, is also a way to track that budget across the lifecycle of the project.

This template has room to cover all your costs, from easy ones to collect — such as labor and materials — to ones that change or carry over from project to project. Budgets are estimates, but with this free template, those numbers will be more accurate.

7. Kanban Board Template

Kanban boards come from the Toyota factory floor, developed by Taiichi Ohno, an industrial engineer and businessman, as a planning system to manage and control work and inventory. Since being introduced as physical boards with columns representing phases in production and tasks that are displayed as cards that move across the board, they’ve evolved into digital tools.

When you download our free kanban board template for Excel, you’ll get five columns and multiple cards, all of which are fully customizable so you can make adjustments to reflect the production cycle of your project. We’ve set up the kanban board to have five columns: backlog, to-do, doing, in review and done.

Cards are color-coded to show the priority level, from high (red) to medium (green) and low (blue). On each card is the name and description of the task, who it’s assigned to and what the due date is. Again, you can add as much or as little information to the card as you like. Of course, you can also use a project management template in ProjectManager and get access to dashboards, reports, resource management features and much more.

8. To-Do List Template

A to-do list gets things done. Whether it’s the grocery list you stick on the door of your refrigerator or a task list for a project, being able to collect and prioritize work ensures that you don’t forget anything important and tackle the most important tasks first. Plus, it’s a lot of fun crossing off tasks once you’ve done them.

This free project management Excel template can list as many tasks as you have, each with a start date, due date and even a column that shows the percentage complete of each task. There’s also a column to note the process, for example, to indicate if the task is done. Finally, a column is set aside for notes to capture anything you need to add.

The to-do list template is a simple tool that can be used to make more complex tasks manageable. It helps motivate you to do the work because it’s no longer overwhelming, but doable. It’s a rudimentary plan, and everyone knows planning is everything.

9. Project Risk Template

Risk is a part of managing a project. The job involves being able to anticipate what risks are likely to occur and then formulating a response to get the project back on track. That’s where this free Excel risk-tracking template comes in.

First, it allows you to list all the possible risks you believe may happen over the course of the project. Next, you can define how it’ll impact the project. You determine the level of the risk and assign it to an owner so that someone is responsible to keep an eye on it.

Now you have a plan in place to resolve that risk quickly, and a document that can be shared so the risk is never given a chance to blindside a project.

10. Project Timesheet Spreadsheet

Team members need to have a way to track their work through the tasks they are assigned, and a simple timesheet can provide an easy way to keep them on schedule as well as give them the needed information to know where they are in their tasks.

The free Excel timesheet can calculate cost per hour and includes vacation and overtime columns, to accurately note the time spent on and off the project. But project timesheets are useful for a number of different purposes, so this is a handy tool.

When you manage timesheets with online project management software , then the rubber hits the road. You’ll be able to filter columns and customize reports, easily sharing them in an email, PDF or Excel and CSV file. Plus your team can submit timesheets based on actual tasks in the system, and you’ll get alerted by email when they do.

11. Work Breakdown Structure Template

A project is made up of deliverables and those deliverables are created by tasks. The work breakdown structure (WBS) is a way to visualize the project deliverables, the tasks, and the subtasks, which are necessary to make them.

ProjectManager has a free WBS template that structures the process of breaking down the large project into smaller and smaller tasks, in a hierarchical visual that allows you to see the entire scope of the project work.

This is a key element of project planning, but it’s also critical to estimating project costs and setting up a realistic schedule. Better still, because our WBS free template is an Excel spreadsheet, it can then be uploaded into the ProjectManager software to initiate a project, assign tasks to team members and monitor and track progress once the project is executed.

12. Project Plan Template

A project plan template has everything you need to map out your project once it’s been approved. It has space for you to define your project goals, activities and tasks as well as all the resources you’ll need to execute the work. You can begin to schedule your activities , tasks and the duration of each across a project timeline. There’s even a place to identify task dependencies.

Project plans are tailored around your project and no two are the same. That’s why this project management template has a place to add appendices.  Here is where you can attach a scope, cost and schedule management plan or a work breakdown structure (WBS) as well as your business case, feasibility study and project charter. The more detailed your project plan, the more you position yourself and your team for success when the project is executed.

13. Project Estimate Template

This free project estimate template for Excel will help you forecast a more accurate budget and realistic schedule. Before you can plan a project, you need to identify all the costs that will be associated with it. This free project management spreadsheet allows you to do a more detailed collection of what you’ll need to spend on your labor, materials and project resources.

From a job description to estimate details, this project template is a great way not only to figure out your budget but collect the various vendors and contractors you’ll be employing to help you execute the project. Create as many project phases as you require. Each is subtotaled and those subtotals are then tallied automatically for a final sum. Change is impossible to avoid when managing a project, but the more accurate your estimate, the more likely you’ll deliver on time and within budget.

14. RACI Matrix Template

Using a RACI matrix template is an essential tool for organizing projects. Projects can be confusing, and if people aren’t sure of their roles, problems are going to occur. The RACI template for Excel is a free tool to identify and define the various roles and responsibilities of everyone involved with the project.

This project management Excel template is broken up by project phase on the left and across the top all the various project positions are listed. Then in the corresponding box beneath the title is filled in with R, A, C or I to explain their relation to that specific point in the project. RACI stands for responsible, accountable, consulted and informed. Defining these roles with this Excel spreadsheet leads to smoother operations.

15. Issue Tracker Template

Issues are when something is happening right now in your project. So, what do you do when this happens? You track those issues and resolve them with the help of this free issue tracker template.

The first thing, of course, is identifying those issues as they occur. This is the document in which you can collect that information. The issue tracking template serves you by making sure every step of the way, from identifying to resolving the issue, is documented.

Of course, you’ll want to share the issue tracker template, and you can with this free Excel template, but only as a static document. With project management software , that information is easy to collect and share, as well as edit in real time.

16. Resource Plan Template

Resources are anything you need for a project. Our free resource plan template for Excel is the first step to managing your team and resources. You can use it to identify, list and organize all your project resources as well as figure out how much of each you’ll need and what that’ll cost. You can use this project Excel template to integrate with your schedule and budget to track costs as you execute the project.

While you’ll want to start your resource plan during the planning phase of your project, it should be a living document that’s regularly updated as things change over the life cycle of the project. Once the project has been completed, you can save the template and use it when you’re planning resources for future projects that are similar. Using this free project management template for Excel keeps everyone informed, which leads to a smoother project.

17. Multiple Project Tracking Template

If you’re managing a program or a portfolio of projects, then you need our free multiple-project tracking template for Excel. When you download this free project management Excel template, you have the tool you need to monitor the progress of many projects at once.

This free template provides a high-level overview of your projects, including all relevant information, all in one place. You can track tasks, dependencies, schedules and costs, which allows you to make more informed decisions when allocating resources across all your projects and helps you identify issues quickly.

Whether you’re a program manager, portfolio manager or work for a PMO, our free multiple project tracking template is going to make your job easier. It will serve you throughout the life cycle of all the projects you’re managing for resource management, communicating with stakeholders and more.

18. Production Schedule Template

In order to balance supply and demand when producing any commodity, you have to have a production schedule. It tracks the production of your product over a specific time period. No manufacturer is going to make anything without one. Download our free production schedule template for Excel.

Use our free production schedule as part of your larger supply chain management to manage resources, help your sales team and get your goods to customers on time without negatively impacting quality. Our template helps you to make more accurate production plans and manage your inventory.

You can manage both your workers and your materials, workstations and processes, as well as track your targets, manage deliveries and more. Our free template is a must-have document when you’re in production planning.

19. Punch List Template

A punch list captures the work that still needs to be done on a construction site. The job isn’t complete until that punch list is completed. The punch list is also a great way to capture tasks that fall outside the contract and track their progress. These are only some reasons why you need to download our free punch list template for Excel.

Our free punch list template lists all the items on the punch list, including a description and who has been assigned to do that work. There’s also space to add a date for when it was first identified and when it was approved. You can also add the estimated duration for doing the work.

This is a special template, too, in that you can use it as an Excel document or open up the template in ProjectManager. If you use our software, then you’ll have access to kanban boards to visualize workflow, a real-time dashboard for a high-level view of your progress and performance as well as Gantt charts, timesheets, workload charts and much more.

20. Weekly Work Schedule Spreadsheet

If you need help handling your human resources, get our free weekly work schedule spreadsheet for Excel. You can use it to manage your team’s weekly work and the project’s workflow. Note the days your team can work and collect the rate of pay and hours they work on their tasks. This flexible employee work schedule can apply to the regular nine-to-five work week or a more hybrid model.

Use this project management template for Excel to get info on your team members and their work schedule. You can add their name, tasks assigned to them and the project on which they’re working. There’s space to list all the days they’ll be working. This Excel template is a great place to capture data, but it’s a static document. If you want to update it, you have to do that manually. It can take time and pull you away from managing the project and your team’s work.

21. Change Log Tracking Spreadsheet

Try our free change log template for Excel and create a successful change management process. Change is going to happen in every project, whether due to requests from stakeholders or from external forces, such as weather or supply chain issues. Being prepared for change and how to respond to it is going to make or break your project.

This project management Excel spreadsheet allows you to number changes that you identify in the project to track them easier. There’s a place to capture when the change was first discovered, who owns it and who is tasked with dealing with that change. There’s even space to note its status and set the priority so you know which changes should be dealt with first. Having a change log means you can manage change and not allow change to negatively impact your project.

22. Change Request Form Template

One thing that’s constant in any project is change. Those changes, however, must be managed. That’s where the change request form comes in.

Our free change request form template gives you the structure to identify, track and resolve those changes when they arise in a project. The free template has space to note what the change is, give a team member ownership to lead the task of resolving it and then get it signed off on.

When used in conjunction with ProjectManager, the change request form is more dynamic. It can act as a collaborative platform in which team members can communicate and attach relevant documents, even hand-offs and sign-offs. Keeping everything under one roof is something you’ll not want to change.

Related: How to Run MS Project on your Mac Step by Step!

23. Gap Analysis Template

If you’re looking to improve your business and stay innovative, then you need this gap analysis template for Excel. It’s one of the tools you can use to get a strategic analysis of where you are now and how to get to where you want to be in the future. This project management spreadsheet will help you devise an action plan to move you from your current state of affairs to wherever you plan to take your organization in the future, whether that’s an increase in market share or getting a product to market quickly.

This free Excel template has everything you need to start meeting your goals, from general information and the current state of your business to the future state you’re aiming to achieve, what the gap percentage is and the actions necessary to close that gap. You can identify who in the organization can lead the initiative and even track the status. You have to start somewhere and a gap analysis is where it all comes together.

24. Stakeholder Analysis Spreadsheet

Stakeholders are invested in the project and project managers have to keep them updated and manage their expectations. That’s where this free stakeholder analysis template for Excel comes in. It helps you identify and manage all the stakeholders in your project. This free template is a cornerstone of any thorough stakeholder management plan.

The stakeholder analysis template gets you started with a project overview, which is followed by a list of all the stakeholders involved with the project. There’s a dropdown menu to note if that particular stakeholder is of high, medium or low influence. That means, how much power they have to impact the project. That information is crucial to how to manage them. Then you identify each stakeholder in the spreadsheet as they relate to the project. Note the frequency you need to communicate with each stakeholder and more to manage them and keep the project moving forward.

25. Cost Benefit Analysis Spreadsheet

Crunch the numbers to learn if your project is worth pursuing with our free cost-benefit analysis template for Excel. You can see if the project can be delivered within a specific time frame and reasonable cost. This Microsoft Excel template allows you to compare what you expect to spend against the benefits or opportunities the project might provide. From a cost perspective, you can see if the project is viable.

Whether a personal or professional project, our free cost-benefit analysis template is a powerful and flexible tool. It can be used over and over again, collecting the project information, quantitative costs (indirect, intangible and opportunity) and quantitative benefits (direct benefits, indirect benefits, intangible benefits and competitive benefits). Adding up the three cost sections and the four benefits sections of the template provides a total cost to compare against total benefits. It’s an essential analysis to undertake before committing to any project.

Using Excel for Project Management

Think of all the things you have to process along the way to a successful project—scheduling, resource planning, defining tasks and milestones, etc. The days of Post-It notes and notebooks filled with scraps of paper are long gone. Thankfully, today project managers can use Microsoft Excel templates for project management.

Microsoft Excel does a lot of things well: mathematics, analysis and organization. But, it’s not intuitive for project management due to its blank spreadsheet format. So, without using pre-built project management spreadsheets or templates, it’s hard to execute project management on Excel.

Go Beyond Excel Project Management Templates & Spreadsheets With ProjectManager

Project management software can take you way further than Excel templates for project management ever could. ProjectManager , an award-winning project management software, is a comprehensive platform that lets you plan, track and report on your projects online. Because it’s an online tool, you get live visibility into your project team and their tasks.

Plan your projects from start to finish with our Gantt chart feature. This feature allows you to map your project tasks in phases and assign them to team members. You can even create dependencies and set milestones. Plus, you can import Excel files and Microsoft Project files into the Gantt chart, bringing your static templates to life. In addition, ProjectManager integrates with over 1,000 third-party apps such as Google Drive, Slack and Microsoft Office 365 so that you can share your project with everybody on your team.

Team members (and managers) can choose to manage their own tasks in either the task list or kanban view. The kanban view is a favorite for visual workers who are involved in many projects. The customizable columns on a kanban board allow a user to easily see their progress, or sort their tasks by project or department. Of course, every view, whether it’s the Gantt, list or board, allows you to collaborate with other team members and get more work done than you ever thought possible. You’ll wonder why you ever used project management Excel processes.

Related Excel Project Management Content

While Excel is not a project management software, it can still be a very helpful for managing various aspects of your projects. That’s why we’ve created dozens of blogs, templates and guides to help you use Excel for project management.

• Essential Excel Report Templates
• Free Manufacturing Excel Templates
• Free Excel Construction Templates
• Free Word & Excel Templates for Business
• Excel Spreadsheet Templates for Tracking Tasks, Costs and Time
• How to Create a Project Timeline in Excel (Free Template Included)
• How to Make a Gantt Chart In Excel Step-By-Step (Template Included)

Get all the features of these Excel project management templates and more when you use ProjectManager . All of these tools are available in our award-winning project management software to help you plan, track and report on your project in real time. See what it can do for you by taking a free 30-day trial run .

Deliver your projects on time and on budget

Start planning your projects.

Vartika Kashyap

How to create a task tracker in Excel to manage tasks?

Introduction

Excel seems like old-school magic.

You can do almost anything in Excel if you know how. You need to remember a few formulas (probably 50 minimum) and along with a little knowledge of creating tables, graphs, charts, and formatting data- you are all set to manage your work with Excel.

Nowadays, with the integration of AI functions such as AI.ASK, AI.TABLE, and AI.FORMAT in Excel, your life is a bit easier. You do not even have to remember all the formulas. AI can do that for you.

Despite all this, Excel is still an old-school magic that takes time and extensive manual effort, is prone to errors, and is the most basic option for managing tasks.

There is much better and more powerful project management software available today to manage complex projects with multiple dependencies and constraints.

In this post, we will look at how to create a task tracker in Excel to manage tasks for simple projects and explore how you can manage complex projects with ease using advanced project management software like ProofHub.

What is a task tracker in Excel?

A task tracker in Excel is a to-do list of tasks in an Excel spreadsheet or workbook with all the key details you need to track a task.

It includes details or information about a task like task name, task ID, start and due dates, priority, project name, task owner, percentage completion, and budget, to name a few.

Creating a to-do list of tasks with all the details helps you keep track of tasks at work in Excel. This helps you keep the team on track and complete the project on time.

How to create a task tracker in Excel?

Creating a task tracker in Excel is easy. A few key elements should be present in a task-tracking spreadsheet. I have provided a step-by-step guide on how to create a task tracker in Excel based on those elements.

Learn how to make a task list in Excel to track project progress, manage resources, and complete projects on time in easy and simple steps.

Step 1: Open the Excel app and create a new workbook

Click the Excel app or access Excel over the internet in your browser. It will take you to the Excel home page. Click on the Blank Workbook to create a new workbook.

Step 2: Add column headers

Add the column headers in the first row of the Excel workbook. You can right-click on the first cell in ‘Row 1’ and under ‘Column A’ to select a cell and start adding column headers across the first row horizontally in the Excel spreadsheet.

Column headers will include the items you want to track for your tasks. It can include task name, task ID, task priority, task start date, task due date, task owner, task status, and notes.

Step 3: Add the task details

Add the information under each column header. It provides you with task details and allows you to organize information.

Here is what the above-mentioned column headers include:

• Task name: It includes the name of the task to make it easy to remember.
• Task ID: It includes assigning the task ID to make it easy to share and track the tasks.
• Task start date and due date: Enter a task start date and due date to track task progress and complete tasks on time.
• Task priority: It includes assigning a priority level to the task to prioritize tasks based on urgency.
• Task owner: It includes the details of to whom a task is assigned.
• Task status: It tells you about the progress status of a task.
• Notes: In this field, you add any additional remarks you want to share about a task.

Step 4: Use conditional formatting to highlight the priority

Conditional formatting in Excel makes it easy to identify and highlight certain cells. It is generally used in task management to highlight the priority of tasks.

To do this, select the “Priority” column and click on the Conditional formatting.

Conditional formatting is placed in the Ribbon under the “Home” tab or you can search “Conditional formatting” in the Excel search toolbar.

Click on the “Conditional Formatting” > Highlight Cell Rules > Text that contains > Type “High”, and keep red as the fill color.

Select ‘Done’ to apply the rule.

Similarly, you can assign yellow as the fill color to tasks with “Normal” priority and green as the fill color to tasks with “Low” priority.

Now, every entry in the “priority” column will automatically be assigned color and get highlighted based on the rule.

Step 5: Apply filters

You can apply filters to the columns in the Excel workbook to filter the information you want to view.

To do so, simply search the filter in the search bar and click on it. You will see a drop-down list appearing in the header of each column.

Click on the drop-down menu at the extreme right of the column header if you want to apply a filter and uncheck the boxes next to the information you don’t want to view.

For example, in the image below, we have selected the “priority” column and unchecked the boxes “low” and “normal”.

Click “Apply” to apply filters.

Step 6: Sort data

You can sort data in Excel to gain a better understanding of your work.

To sort information, you can click in the drop-down on the column header and sort the information.

You can sort the information in various ways based on the column header selected.

Some examples of sort include:

• Oldest to Newest or Newest to Oldest
• A to Z or Z to A
• Sort by color

You can also Custom sort. Here you need to add three things:

• The column you want to sort
• Sort on cell values
• Order you want to sort

Step 7: Customize

We have created a basic Excel spreadsheet or workbook. You can add as many tasks as you want, edit fields, and add custom colors and fonts to make your workbook customized to your needs.

Keep in mind these are just the basic elements of a task tracker. You can add pivot tables, tables, pictures, shapes, graphs, comments, links, and task timelines in Excel to create a workbook for complete task management.

Want to go one step ahead and learn how to create a Gantt chart in Excel?

Effortlessly visualize project timelines with ProofHub’s Gantt chart tool. Plan, adjust, and track project progress with ease

Tips for using Excel as a task manager

There is no one standard way to use an Excel task manager. Each individual has their way of using Excel.

Here are some tips to effectively use Excel as a task manager:

1. Create multiple sheets in a workbook

Do not try to manage all the aspects of your tasks in one sheet. Create multiple sheets in a workbook to easily organize and analyze data. You can even create one master sheet and create others sheets for easy data and task management in Excel. It provides you with the capability to consolidate data from each sheet and summarize and report results from separate worksheets into a master worksheet.

2. Use conditional formatting

Conditional formatting is the best way to highlight certain aspects of your tasks that are important to track. Use conditional formatting to highlight tasks based on their status, priority, or deadlines.

3. Use data validation  

Data validation is the best way to prevent errors in data entry in Excel spreadsheets. It restricts data entry to certain cells. When a user enters invalid data, data validation displays an error message and prompts users to enter valid data.

4. Use task tracker templates

There are hundreds of task tracker templates available out there. If you need help getting started with Excel, you can use pre-made templates. Microsoft itself provides a range of templates to create a task tracker. You can click here to download Excel task management templates .

5. Customize your spreadsheet

Templates are good for getting started quickly. But to make most of the Excel for task management, you need to customize your spreadsheet based on your business needs. The best way to create an effective Excel task tracker customized to your business needs is to do it yourself from scratch.

Read more: 13 best Microsoft Excel alternatives & competitors for your teams

Benefits of using Excel for task tracking

There are many benefits of using Excel for task tracking. Have a look at some of them.

1. Easy to use

First of all, Excel is super easy to use. People even use Excel for their personal assignments in school and universities. Thus, most are familiar with Excel. To use it in the professional world, you need to learn a few advanced formulas and functions, and that too is not difficult. This is because a huge number of free learning resources are available due to the popularity of Excel.

2. Free software

The biggest benefit of using Excel is that it is free software. There are paid plans available to access premium features, but you do not need them when you have a small team or you are working individually. Excel offers a great free alternative to project management software.

3. Cloud-based software

Excel is now available on the cloud just like Google Sheets. You can create a workbook and multiple team members can co-edit the workbook at the same time from their laptops. Thus, you can easily share and access files from any location.

4. Powerful task management capabilities

Excel provides you with a vast range of task management capabilities. You can create as many tasks as you want, store data in multiple workbooks, add filters to view desired data, sort data for easy understanding, create reports, track progress, collaborate with team members, analyze data, and much more.

5. Customizable software

You can customize Excel to a great extent to suit your needs. You can use different colors for each column, create additional columns to add information, and apply rules and filters to visualize data. This helps you design and modify your spreadsheet to meet your specific needs.

Read more: Best email and Excel alternative for project management

Downsides of using Excel as a task tracker

Excel is an amazing free tool to create a task tracker, but it comes with some serious shortcomings. Have a look at them.

1. Prone to errors

Excel is prone to human error. You can easily make errors in making entries or copying and pasting data. In 2012, a trader for JPMorgan Chase & Co. lost at least $6.2 billion for the company after errors in copying and pasting data across multiple spreadsheets.

2. Manual efforts

Excel is not a time-efficient method for task management. You have to carefully add task data, add information in each column header, and update and track the changes made by team members manually. This can eat up your hours in administrative work and you are not able to focus on the core tasks.

3. Need additional tools for communication and collaboration

Excel does not come with amazing built-in communication and collaboration capabilities. You can add comments and share links to files in the Excel sheet but it gets too clumsy if you have to be involved in discussions with team members. You either have to rely on email or chat apps for team communication and cloud-based storage apps for document collaboration.  

4. Issues with version control

You can track changes in Excel with version history but when more than 10 people are using the sheet at the same time, it gets difficult to track changes. Also, when a massive amount of data is involved in the spreadsheet, Excel gets slow.

5. UI gets messy for complex projects

Last but not least, Excel gets messy when a large amount of data is inserted into the workbook. You will crave the white space on the sheet as from tasks to reports and comments all are on the same spreadsheet.

Read more: 5 Reasons why it’s time to ditch Excel for project management

What’s the solution? Track and manage tasks with project management software

Project management software allows you to perform every function you perform in Excel but with much more ease and efficiency. It provides you with a comprehensive range of features to create and manage tasks, share information and documents with the team, plan projects and create workflow, track progress with reports, and communicate with the team.

ProofHub is all-in-one project management and team collaboration software that brings all your tasks, teamwork, and team communication to one place.

For those who are using project management software for the first time, the interface may look unfamiliar, but it is worth investing time in learning it.

• Defined hierarchy to organize data: ProofHub follows a clear and well-defined hierarchy for easy organization of data : Project > Task lists > Task > Subtasks. You can create a project, break a project into tasks, and create subtasks required to complete an individual task.
• Create and delegate tasks without emails: You can create tasks and delegate tasks to the team members from your dashboard . Every team member can log in to their account and access the details of the tasks. There is no need to rely on emails and chat apps to share details of the task.
• Easily identify your tasks with a unique ID: You can easily organize all the tasks in a project in one place. Each task has a unique task ID and space under the project. Thus, it significantly reduces the chances of errors due to misunderstanding.
• Share and organize documents for each task: You can directly attach the files to a task . This makes it easy to share files with team members and find the files quickly when needed; resulting in saved time.
• Real-time notifications for every change in a task: ProofHub automatically sends notifications to the task assignees for any change in a task. This ensures every change is noticed and tracked.
• Ensure every step in task completion is followed: You can create a workflow for a series of tasks. This allows you to streamline the company’s operations.
• Communicate with a team from the same app: You can communicate with team members in real-time with built-in chat . There is no need to switch apps. It also avoids the clumsiness of spreadsheets by keeping the team communication separate from the task details.
• Create project reports automatically: This is probably the biggest time saver. ProofHub automatically creates project reports from the data in the project. You can overview and analyze the progress by various filters.
• Take control of productivity with a time tracker: You can track the time spent on tasks of every team member with a built-in time tracker . ProofHub automatically creates timesheets that can be customized.

All of these features are designed to improve productivity, enhance work efficiency, ensure accountability, and make task management easy.

The offering of the day for you is that you can try all the features of ProofHub for free with a free trial and find out whether ProofHub works for you or not!

Organize, manage, and collaborate seamlessly with ProofHub – All-in-one solution for projects, tasks, and teams

Conclusion: choose the right option

Excel is one of the earliest options to create a to-do list of tasks digitally and convert them into a task tracker in Excel. It was an evolution from physical whiteboards and sticky notes, but project management software is an evolution from Excel. No doubt Excel is good for basic task tracking and management, but for complex projects and easy organization of data, you need more competent and advanced technology of project management software. With the right tool like ProofHub , you can save time and manage tasks with ease.

Is Task Tracker in Excel suitable for team collaboration?

Task tracker in Excel is suitable for basic team collaboration teams. If you want team discussions and frequent sharing of files related to a project, you need dedicated platforms that can help you communicate and share files for easy and organized team collaboration.

Is it possible to track task dependencies in Task Tracker in Excel?

Yes, you can track task dependencies in a task tracker in Excel. You have to create a Gantt chart in Excel from scratch to track the task dependencies. Whereas, project management software comes with a built-in Gantt chart. You just have to add the details.

Can you automate tasks in Excel?

Yes, you can automate repetitive tasks in Excel. You have to create and apply the rules to automate tasks in Excel.

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